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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,037 | $114,093-79.8% | $96,171-76.0% | $167,536-86.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 57.19% | 190.00%-132.8pp | 192.04%-134.9pp | 478.82%-421.6pp |
| Employer contribution / active EE | $3,250 | $3,429-5.2% | $2,799+16.1% | $4,839-32.8% |
| Participant deferral / active EE | $7,607 | $5,197+46.4% | $4,350+74.9% | $6,342+19.9% |
| Admin fee / account holder | $511 | $6,899-92.6% | $5,538-90.8% | $12,315-95.9% |